Account Information
The Account Information zone displays basic details of the account including persons linked to the account and various types of identification associated with the account. It contains the following sections:
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Main — This section provides basic information about the account. It contains the following fields:
Field Name Field Description Account Information Displays information about the account. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note:It has a link. On clicking the link, the Account screen appears with the details of the respective account.
The account information string appears when an algorithm defined using the C1-AC-INFO algorithm type is attached to the Account Information system event in the Algorithms tab of the Installation Options — Framework screen.
Customer Class Indicates the customer class to which the account belongs. Division Indicates the division to which the account belongs. Eligible for Repricing Indicates whether the account is eligible for repricing. Bill Cycle Indicates the bill cycle defined for the account. Note: This field appears when the bill cycle is defined for the account.Set Up Date Displays the date when the account is created in the system. Invoice Currency Indicates the invoice currency of the account. -
Account Identifiers — This section lists various types of identification associated with the account. It contains the following columns:
Column Name Column Description Account Identifier Type Indicates the account identifier type. Account Identifier Displays the value of the account identifier type. -
Account Persons — This section provides details of the persons linked to the account. It contains the following columns:
Column Name Column Description Person Information Displays information about the person. In addition, this column has a context menu which helps in navigating to other screens in the application. Note:It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
The person information string appears when an algorithm defined using the PERS-INFO algorithm type is attached to the Person Information system event in the Algorithms tab of the Installation Options — Framework screen.
Relationship Type Indicates how the person is related to the account. Main Customer Indicates whether the person is a main customer of the account. The valid values are: -
True
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False
Financially Responsible Indicates whether the person is financially responsible for the account. The valid values are: -
True
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False
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Related Topics
For more information on... | See... |
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Account View screen | Account View |
How to view the details of an account | Viewing the Account Details |